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Retirement tax questions
Based on your answers to the follow-up questions when you entered your Form 1099-R for the pension distribution, TurboTax will calculate how much of the distribution is taxable. Then the taxable amount will be added to any other income you are reporting on your return before the final income tax amount is determined.
TurboTax does not calculate a specific amount of Federal or state income tax attributed only to the pension distribution.
You can see the taxable amount of the pension distribution on Form 1040 line 5b. This line will include all taxable pension distributions, so if you have more than one Form 1099-R from pensions the total taxable amount is on line 5b.
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‎February 10, 2026
6:10 AM